Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,243 | $150,346-30.0% | $120,524-12.7% | $145,877-27.9% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 10.04% | 154.40%-144.4pp | 107.36%-97.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,029 | $4,353-53.4% | $3,469-41.5% | $4,663-56.5% |
| Participant deferral / active EE | $2,958 | $6,172-52.1% | $4,994-40.8% | $6,691-55.8% |
| Admin fee / account holder | $21,013 | $12,215+72.0% | $9,440+122.6% | $13,402+56.8% |